Live in 10 minutes, not 6 months
No admins. No consultants. Import your contacts, set your pipeline stages, done.
Salesforce is built for enterprises with admins, consultants and six-figure budgets. Company OS gives small teams the same firepower — pipeline, forecasts, automations, AI — without the Lightning learning curve or the Trailhead certifications.
No admins. No consultants. Import your contacts, set your pipeline stages, done.
Salesforce charges separately for Sales Cloud, Service Cloud, Marketing Cloud and CPQ. Company OS includes CRM, contracts, invoicing, projects and HR in one.
The Agents score leads, draft follow-ups, summarize calls and surface stuck opportunities — without you wiring Einstein.
For teams under 100, yes — pipeline, forecasts, lead scoring, email integration, automations. We don't try to compete with Salesforce at 10,000-user enterprises.
Yes. Export your Accounts, Contacts, Opportunities and Activities, then use The Setup to map them into The Clients. Custom fields and pipeline stages migrate too.
We integrate deeply with Slack — read-only context into The Brain, posting from The Agents — without you needing to live inside the Salesforce ecosystem.
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